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Anuj Kesarwani is the founder of Zenith Finserve. Anuj has more than a decade of experience in Comprehensive Financial Management including Financial Planning, Retirement Planning, Cash Flow, Investment, Loan, Insurance, Tax, and Estate Planning.
Anuj is qualified as a Certified Financial PlannerCM (CFPCM) and Chartered Trust and Estate Planner™ (CTEP™). Anuj’s articles and views are frequently published in prominent Indian financial publications like the Money Control, Outlook Money, and others.
Anuj has a strong track record of protecting investor’s money. During the pandemic, he safeguarded clients’ money when ₹25,216 crores got stuck in Franklin Templeton’s mutual fund schemes. In 2022, he avoided suggesting Peer-to-Peer investments due to risk concerns, which proved wise when lakhs of investor’s funds got stuck after the RBI intervened in 2024. In March 2024, Anuj exited all clients’ from small and mid-cap mutual funds, warning of rising risks. By February 2025, his stand was validated as over 60% of these stocks fell 40%+ within 5 months!
Anuj actively focuses on investor education and interest. He hosted educational personal finance webinars for 1,100+ participants across India during the pandemic. He has also trained 2,500+ working professionals through personal finance courses. Anuj serves as a faculty member for CFPCM students and has conducted Financial Planning career workshops for 400+ students at top Indian colleges in collaboration with IMS Proschool.
Anuj is a registered member of Financial Planning Standards Board (FPSB) and Network FP – India’s largest network of Financial Planners. He holds licences from Association of Mutual Funds in India (AMFI) and Insurance Regulatory and Development Authority of India (IRDAI).
Anuj is committed to helping you achieve financial freedom through ethical, transparent, and conflict-free advice, building lasting, win-win relationships.
“There is no bigger joy than helping our clients fulfil their responsibilities without compromising on their dreams.”
Contact Info
Ms. Zeal Paresh Doshi is the co-founder of Zenith Finserve. She is a Certified Financial PlannerCM (CFPCM). She has also cleared the prestigious Chartered Financial Analyst (CFA) Level 1.
Zeal has 8+ years of experience in personal finance and specialises in
investment, retirement & tax planning. She has been passionate about public speaking right since her school days. Her excellence in public speaking and teaching makes her a sought after personality.
Zeal is empanelled with NSE/ BSE for conducting Investor Awareness Programs to spread financial literacy. She has conducted Financial Planning awareness sessions in corporates and colleges in Mumbai and Navi Mumbai.
Zeal has trained 2,500+ working professionals on personal finance. As a CFA and CFP faculty, Zeal has taught 400+ CFP and 200+ CFA candidates. She often conducts financial planning & career awareness programs for the young minds.
At Zenith, she looks after client and team experience. She ensures that all clients are on-boarded and served smoothly. Her educational reels on Zenith’s Instagram page are a treat to watch. Check them out!